You may also create a sampling report of all the claim lines within this single claim cycle. The sampling report is created to assist you to process and review the claims. As you can preview the claims that are according to your criteria you entered.
For example, you can sample out all the ‘Accommodation’ claims, or you can sample out all the ‘Flagged’ claims.
To create a sample:
Go under the ‘Sampling’ tab.
Click on the ‘+’ button.
Fill in all the criteria that you wish to include in the sampling.
Click on ‘Create’.
Below are the criteria you can utilize to sample your claim lines.
Source: Select where do you want to draw the sampling from.
Exclude Previous Samples: Tick the box if you want to exclude previous samples.
Size: How large is the sample you wish to create.
Claim Type: Select whether you want Chargeable or Non-Chargeable claims.
Claim Status: Select which claim statuses you want to include in your sample.
Claim Categories: Select which claim categories you want to include in your sample. Entitlement claims are included in Non-Chargeable claims, so selecting Non-Chargeable will automatically include them. Should you wish to select all claim categories, you are not required to tick them one by one—leaving the input field blank will include all categories
Claim Items: Select which claim items you want to include in your sample. Should you wish to select all, you are not required to tick them one by one, simply leaving the input field blank will do.
Finance Checking Date: Select the date range you wish to draw your claim lines from.
Type: Select whether you wish to sample by random employees or amount range.
Number of Employees: This field will only show when you select ‘Random Employee’ in the ‘Type’. Select how many employees’ data to be included in this sampling report. If you wish to include all, kindly leave the input fields blank.
Min Amount: This field will only show when you select ‘Amount Range’ in the ‘Type’. Put in the minimum claiming amount to be included in this sampling report. If you wish to include all ranges, kindly leave the input fields blank.
Max Amount: This field will only show when you select ‘Amount Range’ in the ‘Type’. Put in the maximum claiming amount to be included in this sampling report. If you wish to include all ranges, kindly leave the input fields blank.
Flagged Claims Only: Tick this box should you only wish to include flagged claims.
If you want to include all items under one criteria, such as claim lines, or number of employees, you can leave the input field empty.
You can also perform the action ‘Approve’ and ‘On-Hold’ the claims in this tab as well.
Add Comment